Aoife Caulfield founded Caulfield Financial Ltd back in 2016 with a determination and passion for making Financial Planning accessible and affordable to all. Having worked in the Financial Services Industry since 2000, Aoife began her career in Irish Permanent Gorey, which amalgamated with TSB forming Permanent TSB, and transferred to the Wexford branch after four years of being in Gorey. Aoife quickly discovered she had a flare and a love for helping and guiding people through the minefield of making the correct Financial Planning decisions and giving the best advice possible tailor made for their own personal circumstances.
Aoife joined Irish Life in 2004 as a Financial Planning Advisor and stayed there for eleven years, serving Irish Life clients in North Wexford and South Dublin. However, she didn’t stop there, she yearned for more options for her clients and not just tied to one company so she broadened her horizons and joined a Brokerage in Wexford as an Executive Financial Advisor. Once she had mastered the product knowledge of all the other Life Company products, she gained the confidence to apply for Authorisation with the Central Bank of Ireland, which admittedly, was one of the most difficult challenges of her life, but once her authorisation was granted, she opened the doors of Caulfield Financial Ltd immediately.
Aoife prides herself in her expertise and knowledgeable advice in areas such as Retirement Planning, Savings & Investments, Income Protection, Serious Illness Cover, Life Cover, Mortgage Protection, Business Protection, Inheritance Tax Planning and Wealth Management. Caulfield Financial Ltd are an Independant Financial Services Brokerage located at her home office in Barntown, just outside Wexford town.
As an Independent Broker, Aoife is able to to research the market for fair analysis on her clients behalf and works closely with her providers such as, Zurich Life, Irish Life, New Ireland, Aviva, Royal London, Standard Life, Cantor Fitzgerald, Greenman and Pulse Insurance. Aoife provides a personal service that offers a world class customer service to all her clients. Her home office provides privacy, ample parking, and and comfort and she will also be delighted to provide her service to clients outside normal office working hours such as evening and weekend appointments to facilitate her clients every need and convenience.
Aoife is a former President of the Wexford BNI Menapia Chapter, PRO of Wexford Light Opera Society and an active member of Wexford Civil Defence, and of course an active member of County Wexford Chamber. She was shortlisted for “Best Start Up Business” at the Wexford Business Awards in 2018 and “Best Service Provider” for the 2019 Wexford Business Awards. Caulfield Financial Ltd is proud to be able to sponsor and give back to the Wexford Community through many local and charitable organisations such as Wexford Soroptimists, Wexford Light Opera Society, Oyster Lane Theatre Group, The Rainbow Autism Unit, and the Childrens Diabetic Unit in Wexford Hospital.
To make an appointment with Aoife, please phone her in confidence at: 087-0993918, office: 053-9120800, or email her on: aoife@caulfieldfinancial.ieand please check out her website:caulfieldfinancial.ie to get in touch also and view her services. Caulfield Financial Ltd is regulated by the Central Bank of Ireland.
